Shumsky, West and Associates Inc.
Plan context: Shumsky, West and Associates Inc. Profit Sharing Plan
EIN 38-1676272 • Traverse City, MI • 12 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
9
2016 Assets
$166,324
2016 Contributions
$25,213
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 9 | $166,324 | $25,213 | $2,801iApproximate average salary by contribution assumption: employee only about $70,036 at 4% or $46,691 at 6%; with 50% employer match about $46,691 at 4% or $31,127 at 6%; with 100% employer match about $35,018 at 4% or $23,345 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 9 | $166,324 | $25,213 | $2,801iApproximate average salary by contribution assumption: employee only about $70,036 at 4% or $46,691 at 6%; with 50% employer match about $46,691 at 4% or $31,127 at 6%; with 100% employer match about $35,018 at 4% or $23,345 at 6%. |
| 2014 | 1 | 13 | $295,984 | $36,142 | $2,780iApproximate average salary by contribution assumption: employee only about $69,504 at 4% or $46,336 at 6%; with 50% employer match about $46,336 at 4% or $30,891 at 6%; with 100% employer match about $34,752 at 4% or $23,168 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 13 | $295,984 | $36,142 | $2,780iApproximate average salary by contribution assumption: employee only about $69,504 at 4% or $46,336 at 6%; with 50% employer match about $46,336 at 4% or $30,891 at 6%; with 100% employer match about $34,752 at 4% or $23,168 at 6%. |
| 2013 | 1 | 7 | $259,338 | $2,886 | $412iApproximate average salary by contribution assumption: employee only about $10,307 at 4% or $6,871 at 6%; with 50% employer match about $6,871 at 4% or $4,581 at 6%; with 100% employer match about $5,154 at 4% or $3,436 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 7 | $259,338 | $2,886 | $412iApproximate average salary by contribution assumption: employee only about $10,307 at 4% or $6,871 at 6%; with 50% employer match about $6,871 at 4% or $4,581 at 6%; with 100% employer match about $5,154 at 4% or $3,436 at 6%. |
| 2012 | 1 | 6 | $236,992 | $2,540 | $423iApproximate average salary by contribution assumption: employee only about $10,583 at 4% or $7,056 at 6%; with 50% employer match about $7,056 at 4% or $4,704 at 6%; with 100% employer match about $5,292 at 4% or $3,528 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 6 | $236,992 | $2,540 | $423iApproximate average salary by contribution assumption: employee only about $10,583 at 4% or $7,056 at 6%; with 50% employer match about $7,056 at 4% or $4,704 at 6%; with 100% employer match about $5,292 at 4% or $3,528 at 6%. |
| 2011 | 1 | 6 | $225,388 | $2,704 | $451iApproximate average salary by contribution assumption: employee only about $11,267 at 4% or $7,511 at 6%; with 50% employer match about $7,511 at 4% or $5,007 at 6%; with 100% employer match about $5,633 at 4% or $3,756 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 6 | $225,388 | $2,704 | $451iApproximate average salary by contribution assumption: employee only about $11,267 at 4% or $7,511 at 6%; with 50% employer match about $7,511 at 4% or $5,007 at 6%; with 100% employer match about $5,633 at 4% or $3,756 at 6%. |
| 2010 | 1 | 6 | $223,136 | $24,603 | $4,101iApproximate average salary by contribution assumption: employee only about $102,513 at 4% or $68,342 at 6%; with 50% employer match about $68,342 at 4% or $45,561 at 6%; with 100% employer match about $51,256 at 4% or $34,171 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 6 | $223,136 | $24,603 | $4,101iApproximate average salary by contribution assumption: employee only about $102,513 at 4% or $68,342 at 6%; with 50% employer match about $68,342 at 4% or $45,561 at 6%; with 100% employer match about $51,256 at 4% or $34,171 at 6%. |
| 2009 | 1 | 6 | $190,192 | $182,444 | $30,407iApproximate average salary by contribution assumption: employee only about $760,183 at 4% or $506,789 at 6%; with 50% employer match about $506,789 at 4% or $337,859 at 6%; with 100% employer match about $380,092 at 4% or $253,394 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 6 | $190,192 | $182,444 | $30,407iApproximate average salary by contribution assumption: employee only about $760,183 at 4% or $506,789 at 6%; with 50% employer match about $506,789 at 4% or $337,859 at 6%; with 100% employer match about $380,092 at 4% or $253,394 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 2 | $455,623 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 2 | $455,623 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 1999 | 1 | 3 | $411,476 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Shumsky, West and Associates Inc. Profit Sharing Plan | - | 3 | $411,476 | $25,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |